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  • 1. I N SSOC T IN A SS OC IATI ON WITH : OCIA OC Budgeting and Forecasting Earn up co nference 2010 to 15 CPE September 13 –15, 2010 | San Diego, CA Credits Implement Cutting-Edge Tools, Adaptive Planning and Rolling Forecasts to Drive Profits Employ Balanced Scorecard Techniques for Improved Budget Management Employ a more accurate and streamlined approach to budgeting using a Balanced Scorecard framework Develop an Effective Budgeting Approach with Rolling Forecasts Make budgeting a continuous process that provides accurate results Utilize Tools to Improve Forecasting Accuracy Create more precise forecasts with a variety of tools and techniques Identify Key Business Drivers to Improve Your Organization’s Forecasts Distinguish useful measures and metrics based on business drivers to better recognize trends 1
  • 2. day one Budgeting and Forecasting September 13, 2010 8:30 Conference Registration & Continental Breakfast 9:00 Budgeting & Forecasting: The Key to Establishing a Solid Foundation for Superior Financial Performance keynote address Budgeting and forecasting tools have evolved into valuable resources that can be used to affect performance and the bottom-line. Building these tools takes resources and a willingness to change. During this Keynote Address, you will: Learn how to identify and measure the factors that drive return on investment for your budgeting and forecasting system Identify techniques and approaches to improve the efficiency and quality of budgets and forecasts Develop a road map for embedding budgeting and forecasting into a strategic performance management system 10:00 Break & Refreshments 10:15 Create, Implement and Manage Balanced Scorecard-Based Budgets Develop a unique scorecard for your organization to assess budgeting practices Employ a balanced scorecard approach throughout the company for increased transparency and budget accuracy Maintain an up-to-date scorecard to navigate through varying economic conditions within the business who should attend: CFOs Forecasting Analysts VPs of Finance Financial Analysts Controllers Budgeting Directors Directors of Finance and anyone involved with budgeting and forecasting! 2
  • 3. day one Budgeting and Forecasting September 13, 2010 11:15 Monitor Budgets Through Balanced Scorecard Performance Learn how to understand Balanced Scorecard performance indicators to evaluate budgeting outcomes Identify areas in which budget restructuring would result in better budgeting practices Grasp a better understanding of organizational strengths and weaknesses that affect the budget 12:15 Lunch Break 1:00 Integrate Analytics for Strategic Planning and Budgeting Bring together disparate data and analytical tools for more precise budgeting Examine how model-based insights can help shape your budgets and forecasts Integrate analytical tools for strategic analysis, decision making and performance measurement 2:00 Break & Refreshments 2:15 Set Budget Priorities for Resource Allocation Reassess capital structures to identify areas to allocate resources Examine how resource allocation should be managed Discuss implications of better resource allocation on organizational performance 3:15 Lead the Change: Achieve Corporate Buy-In from Colleagues and Executives Lead others in your company to accept and embrace change in everyday processes Implement innovative approaches to budgeting and forecasting practices Learn to experiment and take risks to lead change 4:15 Day One Adjourns top five reasons to attend: Overcome Apply Balanced Incorporate Streamline Implement forecasting Scorecard budgeting best your forecasting forecasting roadblocks and techniques to practices to methods to techniques to challenges your budgeting improve accuracy enhance quality assess risk process 3
  • 4. day two Budgeting and Forecasting September 14, 2010 8:30 Continental Breakfast 9:00 Transition from Traditional to Rolling Forecasts keynote address Following pace with the current forecasting trends, this session will focus on the transition from a traditional approach to forecasting. You will identify tools and best practices to create a more accurate, effective forecast for your organization. During this Keynote Address, you will: Discover the different methods that can be used with rolling forecasts Showcase rolling forecasts as a useful tool for further fueling goals and performance Find ways to perform a company-wide initiative on the new budgeting process 11:00 Break & Refreshments 11:15 Streamline the Forecast Process Increase forward flexibility to keep pace with the rapidly-changing economic landscape Improve cycle time resulting in lower costs, improved productivity and enriched quality Use financial resources in a more effective manner 12:15 Lunch Break 1:15 Develop Accurate Forecasts from Inaccurate Data Learn how to create accurate forecasts with less-than-perfect data Understand common challenges such as data collection problems and data storage issues Develop strategies to reduce the likelihood of bad data being generated 2:15 Break & Refreshments 2:30 Move Beyond Excel: A Web-Based Approach to Budgeting, Variance Reporting, Forecasting and Analysis Utilize a web-deployed process to improve budget formulation Understand the fundamentals of what budget formulation should do Improve the speed and utility of your forecasting process 4:00 Conference Adjourns 4
  • 5. workshop Budgeting and Forecasting September 15, 2010 Post-Conference Workshops are practical, supplementary application sessions that incorporate and review tools, techniques and methods presented during the event. Participants will obtain a further understanding of how to use newly acquire tools and cutting-edge strategies to improve strategic planning and financial management performance. Through group exercises and scenario-based learning, you’ll walk away with the expertise and resources needed for immediate and practical application. Enrollment space is limited, so register today to reserve your place. 8:30 Workshop Registration & Continental Breakfast 9:00 workshop Model and Forecast Key Business Drivers Being able to forecast financial information over time will help your organization identify previously unseen trends and predict fluctuations. With the right tools, key business drivers such as market conditions, performance measurements, customer demographics and marketing activities can be tracked to help uncover these trends and to recognize what to look for. Developing measurements and metrics for various business factors can be incorporated into your forecasting models for improving results. In this dynamic, hands-on workshop, you will gain information on how to: Identify the key business drivers that link to financial measures Define and test linkages of drivers to measures of financial and business performance Layer forecast elements and scenarios for effective modeling Track forecast submissions to improve accuracy over time Align forecasts, plans and actual results in an actionable framework 12:00 Workshop Adjourns Good presentation with applicable tactics to take and implement the concepts in our own situations.” – Christine U., Controller, MOPS International ww A MIw b c m/Budgeting web 5
  • 6. Budgeting and Forecasting In-House Training One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for a small group or for an organization- wide initiative, the advanced learning methods employed by the Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training providers will offer you some variation of their standard training, the Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, the Institute also has the ability to accommodate organization-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: Strategic Planning Workforce Management Program Evaluation Performance Measurement Budgeting and Forecasting Administrative Management Project Management Contracting Change Management Lean Six Sigma Performance Reporting Balanced Scorecard For more information about in-house training options available to you, please contact Jennifer Mueller at 202-739-9619 or email her at sponsorship opportunities As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision- makers with respected solution providers. ASMI offers four different pre-designed sponsorship packages: Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Meredith Mason at 202-739-9707 or 6
  • 7. Budgeting and Forecasting Logistics & Registration venue and hotel cpe credits The Budgeting and Forecasting Conference 2010 Delivery Method: Group-live will be held at the Westin San Diego. A continental Program Level: Basic breakfast, lunch and refreshments will be provided Prerequisites: None Advanced Preparation: None each day of the event. A complimentary shuttle to CPE Credits: 15 Credits and from the airport is available, as well. The American Strategic Management Institute (ASMI) is registered with Conference Address: the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry Westin San Diego of CPE Sponsors. State boards of accountancy have final authority 400 West Broadway on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of San Diego, CA 92101 CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. 619-239-4500 Website: A limited number of rooms have been reserved at Quality Assurance ASMI strives to provide you with the most productive and effective the Westin San Diego at the prevailing per diem educational experience possible. If after completing the course you feel rate of $147 until August 13, 2010. Please call the there is some way we can improve, please write your comments on the hotel directly and reference the code “Budgeting evaluation form provided upon your arrival. Should you feel dissatisfied with your learning experience and wish to request a credit or refund, and Forecasting” when making reservations to get please submit it in writing no later than 10 business days after the end the discounted rate. of the training to: ASMI: Corporate Headquarters; 805 15th Street NW, 3rd Floor; Washington, D.C. 20005 Note: As speakers are confirmed six months before the event, some tuition & group discounts speaker changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a The tuition rate for attending Budgeting and comparable speaker is located to participate in the program. Forecasting Conference 2010 is as follows: If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs Offerings *Early Bird Rate Regular Rate incurred by registrants, including delegates, sponsors and guests. Conference $1699 $1799 Discounts & Payment Post Conference $199 $199 • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. Workshop • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. *For the Early Bird Rate, Register by July 5, 2010 • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively For more information on Group Discounts for Budgeting and Forecasting Conference, please Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must contact Paul Rogers at 858-737-4122 or email be presented at the time of registration in order to guarantee your him at participation at the event. There is more of a need than ever to reengineer our rolling forecast system and financial reporting to give more analytical information and performance metrics to make better forward decisions.” – Randy B., Director, Finance & Administration, Rosina Food 7
  • 8. Budgeting and Forecasting Registration Form to register Call Fax this Form to Visit 877-992-9522 866-234-0680 Registration Form Yes! Register me for Budgeting and Forecasting Conference 2010 Yes! Register me for the Post-Conference Workshop Model and Forecast Key Business Drivers Please call me. I am interested in a special Group Discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information: Check Purchase Order / Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Zip Please make checks payable to: ASMI CANCELLATION POLICY: ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: __________________________________________________________________________________________ Date: _______________________ Priority Code: B329-WEB 8